William Elson
William Elson is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Des Moines, IA, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
6000 Grand Avenue, Suite B, Des Moines, IA, 50312
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
William is involved in several business activities, including insurance sales through Spectrum Advisory Services, LFG Insurance Services, and direct sales. He also manages rental properties, real estate, farming operations, and a financial planning DBA, Legacy Financial Group, taking about half his time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Legacy Financial Group
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Vsr Advisory Services
Spectrum Financial Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Fsc Securities CorporationBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.